## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/in/books/kb/llms.txt

Use this file to discover all available documentation pages before proceeding.

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# How do I sync tax information from Contacts in Zoho CRM to Customers in Zoho Books?

The Zoho CRM Contacts module does not have dedicated fields to record tax information. Therefore, you must first create custom fields in Zoho CRM to record the tax details relevant to the contacts you want to sync as customers in Zoho Books. Here’s how:

*   Log in to your Zoho CRM account.
*   Go to **Setup**.
*   Select **Modules and Fields** under _Customisation_.
*   From the _Modules_ tab, select the **Accounts** or **Contacts** module that you want to sync with Zoho Books.
*   In the next page, click **Standard** under the _Layouts_ tab.
*   Drag and drop the **Single Line** field from the _New Fields_ pane, then rename it to **Tax Treatment**.
*   Drag and drop another **Single Line** field from the _New Fields_ pane, then rename it to **Tax Registration Number**.

**Note:**Make sure to name the custom fields the same as the corresponding tax fields in Zoho Books.

*   Click **Save**.

Now, you can map the custom fields you created to record tax information to the corresponding tax fields in Zoho Books. Here’s how:

*   Go to **Settings.**
*   Select **Zoho Apps** under _Integrations_\*.\*
*   In the _Zoho Apps_ page, click **Show Details** next to Zoho CRM.
*   In the _Connect Zoho CRM_ page, navigate to the _Configure Modules to Be Synced_ section, and click **Edit** for the module you’ve synced.

![Zoho CRM integration with Books Edit option](/books/kb/images/integrations/zohobooks-crmintegration-edit.png)

*   In the _Connect - Accounts/Contacts in Zoho CRM_ page, navigate to the _Map Fields_ section.
*   Click the dropdown next to the **Tax Registration Number** and **Tax Treatment** fields in Zoho Books, and select the corresponding custom fields you created in Zoho CRM to map them.
*   Click **Save and Sync**.

The tax information from the Zoho CRM Contacts module will now be synced with the Customers module in Zoho Books.